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Added 8 mins ago
DI
Insurance Financial Advisor
Desjardins Insurance
Barrie, ON
- Full-time
…join their winning team for the role of Insurance & Financial Services Specialist - Desjardins Agent Team Member. We seek an energetic professional interested in helping our business grow…
Added 8 mins ago
G
Contract Account Manager
GreenShield
Toronto, ON
- $74,269 to $92,837 CAD / year
- Contract
Manage an assigned book of business including scheduling and leading client meetings, negotiation of renewals, presentation of the annual benefit plan reviews, promotion of GreenShield…
Added 8 mins ago
MR
Lead Electrical Engineer/Partner
Meridia Recruitment Solutions, a KBRS Company
Bedford, NS
- Full-time
Strong client-facing and relationship-building skills, with the ability to serve as a trusted technical advisor, communicate effectively with clients and stakeholders, understand their…
Added 8 mins ago
Director & Head, Global GTB Sales Execution and Business Management - Toronto
Scotiabank
Toronto, ON
As a senior advisor to the Global Head of GTB Sales, the Director provides the insight, constructive challenge, and execution leadership required to accelerate revenue, deposit, fee,…
Added 24 mins ago
W
Content Development Specialist
Wellington-Altus
Winnipeg, MB · Toronto, ON · AB · Calgary, AB
- Full-time
Act as a change agent partnering on organizational projects with a focused-on advisor experience.
Added 24 mins ago
Network Engineer
Capgemini
Toronto, ON · Mississauga, ON
At Capgemini Engineering, the world leader in engineering services, we bring together a global team of engineers, scientists, and architects to help the world’s most innovative companies…
Added 24 mins ago
E
VP, Creator Marketing (Health & Financial Services)
Edelman
Toronto, ON
- $130,000 to $180,000 CAD / year
- Full-time
Collaborate closely with Health, Financial Services, Strategy, Creative, Earned, Social, Digital, Media and other integrated teams to develop holistic client solutions.
Added 24 mins ago
E
VP, Creator Marketing (CPG/Food & Beverage)
Edelman
Toronto, ON
- $130,000 to $180,000 CAD / year
- Full-time
…behavior, and build brand relevance. You will combine strategic client leadership, deep creator expertise, cultural fluency, and commercial acumen to develop programs that earn attention…
Added 1 hour ago
KC
Tax Specialist, US Corporate Tax
KPMG Canada
Toronto, ON
- $80,613 to $106,000 CAD / year
- Full-time
…build their personal brand as a significant trusted business advisor in our…
Added 1 hour ago
RJ
Senior Trust Advisor
Raymond James
Victoria, BC · Vancouver, BC
- Full-time
…investment dealer offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs. ST provides personal estate, trust and…
Added 1 hour ago
CB
Account Manager (Inside Sales)
Canadian Bearings
Mississauga, ON
- Full-time
We flawlessly deliver products and services that enable greater safety, reliability, efficiency, and sustainability to industrial operations worldwide. We care, collectively and…
Added 1 hour ago
IF
Internal Wholesaler
iA Financial Group
Vancouver, BC
- Full-time
Maintaining and organizing information related to products, policies, and procedures to provide high-quality client support.
Added 1 hour ago
IF
Internal Wholesaler
iA Financial Group
Toronto, ON
- Full-time
…generate sales, develop new business opportunities and support advisor…
Added 1 hour ago
IF
Senior Advisor, Promotion
iA Financial Group
Montreal, QC · Quebec, QC
- Full-time
…that drive business results? Are you motivated by putting the client…
Added 1 hour ago
IF
Legal Counsel- Transversal Affair- Employment
iA Financial Group
Toronto, ON
- Full-time
…Transversal Affairs - Employment, you’ll serve as a trusted advisor and be at the core of our mission. Here are the main…
Added 1 hour ago
IF
Sales Associate
iA Financial Group
Toronto, ON
- Full-time
Has strong knowledge of investment products, financial services distribution, and the independent advisor or MGA environment.
Added 1 hour ago
IF
Corporate Branch Manager
iA Financial Group
Vancouver, BC
- $58,422 to $92,583 CAD / year
- Full-time
…strong compliance environment that protects clients, guides Advisor Teams, and strengthens confidence in the services we deliver. You will help ensure effective supervision, sound…
Added 1 hour ago
IF
Inside sales specialist
iA Financial Group
Toronto, ON · Montreal, QC · Quebec, QC · Vancouver, BC
- Full-time
Collaborating with internal stakeholders to coordinate responses and provide a seamless advisor experience.
Added 1 hour ago
IF
Inside Sales Specialist
iA Financial Group
Toronto, ON
- Full-time
Collaborating with internal stakeholders to coordinate responses and provide a seamless advisor experience.
Added 1 hour ago
D
Personal Finance Advisor
Desjardins
Saint-Jean-sur-Richelieu, QC
- Full-time
As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role…
Added 2 hours ago
AS
Client Advisor - Full Time
Acne Studios
Vancouver, BC
- Full-time
We are looking for a full-time Client Advisor for our Acne Studios Oakridge Park store. As Client Advisor at Acne Studios you will work collaboratively with your team to establish and…
Added 2 hours ago
EL
Recruiter - 12 month contract
Empire Life
Kingston, ON
- $79,200 to $126,500 CAD / year
- Contract
…their work for the business, using this to improve quality and services…
Added 2 hours ago
EL
Human Resources Generalist
Empire Life
Toronto, ON · Greater Toronto Area, Canada
- $79,200 to $126,500 CAD / year
- Full-time
…hires, and collaborates with teams across Compensation, Shared Services, Talent Acquisition, and Organizational Development to ensure the accurate and efficient administration of HR…
Added 2 hours ago
R
Banking Advisor
RBC
St. John's, NL
- Full-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 2 hours ago
R
Client Advisor
RBC
Sackville, NB · Amherst, NS
- Part-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…

Desjardins

Wealth Management Advisor

Saint-Alexandre-de-Kamouraska, QC, Canada
Saint-Pascal, QC, Canada
Caisse Desjardins du Centre Est de Kamouraska, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 18, 2026
Posting language: English
Posted: Oct 6, 2026

Original job description

As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role is to listen to members’ and clients’ needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet their financial goals. You work closely with a client base consisting of individual members and business owners. Interpersonal savvy is therefore essential. You drive results by developing strategies and recommending investments, loans and insurance products. You use your expertise to balance member/client satisfaction, business objectives, profitability and sound and prudent risk management. You work with various partners and experts to design integrated strategies that meet the needs of members and clients. More specifically, you will be required to:

Advise members and clients on the best strategies and work with them to identify expected results.
Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement.
Stay up-to-date on the financial services industry, market trends and best practices in your field.
Participate in outreach activities and represent the caisse in the community.

What we offer*

Competitive salary and annual bonus
4 weeks of flexible vacation starting in the first year
Defined benefit pension plan that provides predictable, stable income throughout retirement
Group insurance including telemedicine
Reimbursement of health and wellness expenses and telework equipment

* Benefits apply based on eligibility criteria.

What you bring to the table

Bachelor's degree in a related field
A minimum of one year of relevant experience
Please note that other combinations of qualifications and relevant experience may be considered
Mutual fund representative certificate – Autorité des marchés financiers
Knowledge of French is required

Knowledge of current financial, economic, political and legislative events
Specialized knowledge of tax, financial and succession issues for individuals and businesses
Knowledge of all products and services aimed at caisse members and those offered by Desjardins Business Centres, Desjardins components and distribution networks, and those offered by competitors
Knowledge of debt management
Knowledge of compliance with legislation respecting the distribution of financial products and services
Understanding of the philosophy and fundamentals of financial services cooperatives
Knowledge of policies, legislation and standards related to products and services offered by the caisse
Knowledge of the Desjardins business processes

Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning

Equity, Diversity, Inclusion and Accessibility

At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.

If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!

Trade Union (If applicable)

Job Family

Member/client sales and service (FG)

Unposting Date

2026-11-17

Apply About employer

More about this job

Responsibilities

You will develop and maintain trusting relationships with clients to provide personalized financial advice and integrated strategies. Your role involves managing business relationships, assessing satisfaction, and driving results through investment, loan, and insurance recommendations.

Requirements

Candidates must hold a bachelor's degree in a related field and possess at least one year of relevant experience. A mutual fund representative certificate from the Autorité des marchés financiers is required, along with strong knowledge of financial products and legislation.

Skills

Wealth management
Financial advising
Relationship management
Investment strategy
Debt management
Risk management
Customer satisfaction
Financial planning
Tax knowledge
Succession planning
Interpersonal savvy
Market analysis
Compliance
Communication
Strategic planning

Benefits

Competitive salary
Annual bonus
Flexible vacation
Defined benefit pension plan
Group insurance
Telemedicine
Health and wellness expense reimbursement
Telework equipment reimbursement

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Financial Services
Investments
Loans
Insurance
Financial Planning
Taxation
Succession Planning
Debt Management
Compliance
Market Trends
Customer Focus
Relationship Management
Financial Cooperatives
Desjardins
Mutual Fund Representative
Hybrid Work
Financial Strategy

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